The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

SVM's Lawson: Don't be distracted by summer 'sabre-rattling'

Pressure from sector disruptors

Summer can bring surprises for investors. There is little company reporting, so other events fill the vacuum.

Pronouncements by politicians and central bankers have a much bigger chance of making front page news, and low trading volumes also encourage volatility.
Shares can move sharply, driven by currencies,...

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